Vienna Insurance Group’s Waddell & Reed Financial, Inc. WDR Stock Holding History

Vienna Insurance Group’s Portfolio WDR Stock Details WDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-150,000	Closed	-$3.18M	–	68
2018 Q3	$3.18M	Hold	150,000	–	–	2.12%	10
2018 Q2	$2.7M	Hold	150,000	–	–	1.87%	11
2018 Q1	$3.03M	Hold	150,000	–	–	2.03%	10
2017 Q4	$3.35M	Hold	150,000	–	–	1.99%	12
2017 Q3	$3.01M	Hold	150,000	–	–	3.21%	13
2017 Q2	$2.83M	Hold	150,000	–	–	3.02%	14
2017 Q1	$2.55M	Hold	150,000	–	–	2.47%	17
2016 Q4	$2.93M	Buy	+150,000	New	+$2.79M	2.26%	20

Other funds holding WDR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $2.66B AUM 26.2% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vienna Insurance Group's WDR Position: Q4 2018 in Review

Vienna Insurance Group sold out of Waddell & Reed Financial, Inc. (WDR) in Q4 2018, closing a stake of 150,000 shares — an estimated $3.18M sold.

Vienna Insurance Group first reported a position in WDR in Q4 2016 and held it in 8 quarters. The position peaked at $3.35M in Q4 2017. 245 funds tracked by Wall St. Rank hold WDR as of Q4 2018.

Vienna Insurance Group reported no remaining Waddell & Reed Financial, Inc. position as of Q4 2018 after selling out during the quarter.
Vienna Insurance Group sold 150,000 Waddell & Reed Financial, Inc. shares in Q4 2018, an estimated $3.18M.
Vienna Insurance Group first reported a position in Waddell & Reed Financial, Inc. in Q4 2016 and held it in 8 quarters.
Vienna Insurance Group's Waddell & Reed Financial, Inc. position peaked at $3.35M in Q4 2017.
245 funds tracked by Wall St. Rank held Waddell & Reed Financial, Inc. as of Q4 2018.

Based on Vienna Insurance Group's 13F filing for Q4 2018, filed 26 Aug 2024.